Gregory B. Gagne

Managing Member

Gagne, ChFC, is managing member of Affinity Investment Group, LLC, a financial services firm in Exeter, N.H., that focuses on portfolio distribution strategies. He is a 17-year member of the Million Dollar Round Table and eight-year Top of the Table member.

Social Security

Benefits Think Delaying Social Security benefits has advantages beyond improved cash flow

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.

By Gregory B. Gagne

November 30